Financial Planning Specialist

6 days ago


Pretoria, Gauteng, South Africa Bwise Financial Solutions (Pty) Limited Full time

About Bwise Financial Solutions

">

We are a leading financial services provider dedicated to delivering exceptional financial planning, retirement planning, and investment advice.

">

The Role of a Financial Advisor

">

In this role, you will be responsible for providing expert financial advisory services to our valued clients, including financial planning, retirement planning, and investment advice.

">

Key Requirements

">

To succeed in this role, you will need:

">
  • ">
  • Financial planning and finance skills">
  • Retirement planning and investments expertise">
  • Experience in providing Financial Advisory services">
  • Excellent analytical and problem-solving skills">
  • Strong communication and interpersonal abilities">
  • Relevant industry certifications (CFP, CFA, etc.)">
  • Bachelor's degree in Finance, Accounting, Economics, or related field">
">

Job Details

">

Location: Johannesburg Metropolitan Area

">

Employment type: Full-time

">

Seniority level: Entry level



  • Pretoria, Gauteng, South Africa Innovative Financial Advisor Services Full time

    About UsInnovative Financial Advisor Services is a pioneering insurance advisory that offers bespoke solutions to clients. Our unique approach and skillset enable us to deliver tailor-made and best-of-breed financial services.We operate as an open architecture brokerage, allowing our senior advisers to provide comprehensive solutions on almost every...


  • Pretoria, Gauteng, South Africa People Dimension Full time

    Job Title: Financial Planning SpecialistA leading financial services company in South Africa is seeking a skilled Financial Planning Specialist to join their team. The ideal candidate will have experience in wealth management, risk and investment planning, and strong analytical skills.About the Role:Assist financial planners in administrative tasksResearch...


  • Pretoria, Gauteng, South Africa Db Recruitment Full time

    We are seeking a highly skilled Financial Planning Specialist to join our team in Gauteng. As a key member of our finance department, you will be responsible for developing and implementing financial plans that align with our business objectives.Key Requirements:SAIPA / SAICA / CIMA Qualification OR BCom with ArticlesExperience with budgeting and financial...


  • Pretoria, Gauteng, South Africa Bwise Financial Solutions (Pty) Limited Full time

    Key ResponsibilitiesProvide comprehensive financial planning and advisory servicesOffer expert retirement planning and investment adviceOur ideal candidate will possess excellent analytical and problem-solving skills, as well as strong communication and interpersonal abilities.A relevant industry certification (CFP, CFA, etc.) and a Bachelor's degree in...


  • Pretoria, Gauteng, South Africa Spane4All Full time

    About the RoleWe are seeking a skilled and experienced Financial Planning Specialist to join our team at Spane4All.As a Cost Accountant, you will play a key role in supporting both current operational management decisions and planning for the future by providing detailed cost and profitability information.


  • Pretoria, Gauteng, South Africa InsidEntity Full time

    InsidEntity is seeking a skilled Financial Planning Specialist to join its team. This role involves preparing monthly management accounts and financial reports, as well as assisting with budgeting and forecasting. The ideal candidate will have strong knowledge of financial reporting and advanced Excel skills.The successful candidate will be responsible for...


  • Pretoria, Gauteng, South Africa People Dimension Full time

    **About the Role:**We are seeking a skilled and detail-oriented Financial Planning Specialist to join our team. As a key member of our finance department, you will play a crucial role in supporting our Financial Reporting & Analysis Manager in all financial planning, analysis, and reporting for our company group and subsidiaries.**Key...


  • Pretoria, Gauteng, South Africa Pro Tem Recruitment Full time

    Job OverviewWe are seeking a highly skilled Senior Financial Planning Specialist to join our team at Pro Tem Recruitment. As a key member of our financial services division, you will be responsible for providing expert advice to clients on various financial planning matters.


  • Pretoria, Gauteng, South Africa Progressive It Resourcing Full time

    At Progressive It Resourcing, we are seeking a skilled Financial Planning Specialist to expand our Financial and Wealth Sales and Planning force. This opportunity is ideal for mature, go-getter, entrepreneurial, self-motivated, and driven individuals with a passion for prospecting.About the RoleThe successful candidate will have a wide range of Liberty's...


  • Pretoria, Gauteng, South Africa Old Mutual Full time

    As a Financial Planning and Advice Specialist at Old Mutual, you will play a critical role in helping individuals achieve their financial objectives. This is an exceptional opportunity to work with a leading financial services provider, dedicated to delivering exceptional customer service. Key responsibilities include:About the RoleThis is a fantastic...


  • Pretoria, Gauteng, South Africa Catch Recruit Full time

    About the CompanyWe are an independent specialist brokerage, dedicated to delivering holistic financial solutions to medical practitioners across South Africa.Job SummaryThis role is about shaping the future of our niche client base by providing them with expert financial advice and guidance. The successful candidate will be responsible for identifying new...


  • Pretoria, Gauteng, South Africa Momentum Full time

    Momentum is a leading provider of financial solutions to individuals and businesses. We are seeking a Financial Planning Specialist to join our team in Centurion, South Africa.About the RoleThe successful candidate will be responsible for retaining and growing client financial portfolios through delivering professional advice-led services. This includes...


  • Pretoria, Gauteng, South Africa Moyoafrica Full time

    About the RoleWe are seeking an experienced and highly skilled SME Financial Planning Specialist to join our team at Moyoafrica. The successful candidate will be responsible for preparing timely annual financial statements for approval by the Board and Shareholders, ensuring accuracy and compliance to IFRS for SMEs of annual financial statements, managing...


  • Pretoria, Gauteng, South Africa Ttt Financial Group Full time

    Company Overview:Ttt Financial Group is a company that provides financial clarity to South African families. Our team is passionate about helping individuals and businesses achieve their financial goals.Job Description:We are seeking a Financial Advisor to join our team in Johannesburg Metropolitan Area. The ideal candidate will have experience in day-to-day...


  • Pretoria, Gauteng, South Africa Ultra Pharmaceutical And Medical Placements Full time

    Ultra Pharmaceutical And Medical Placements is seeking a skilled Financial Planning Support Specialist to join our team. As a key member of our financial services department, you will be responsible for assisting our financial planning partners in the preparation and presentation of financial plans to clients.The ideal candidate will have a strong...


  • Pretoria, Gauteng, South Africa Findojobs South Africa Full time

    Findojobs South Africa is committed to delivering exceptional results in the technology and innovation sector, and we are now seeking a Financial Planning and Control Specialist to join our finance team. The successful candidate will play a critical role in ensuring that our financial operations are optimized and aligned with our business goals.The ideal...


  • Pretoria, Gauteng, South Africa Labournet Full time

    Job DescriptionWe are seeking a Senior Financial Planning and Reporting Specialist to join our team at Labournet. The successful candidate will have a strong background in financial planning, reporting, and analysis.The Senior Financial Planning and Reporting Specialist will be responsible for planning and directing financial accounting, budgeting, auditing,...


  • Pretoria, Gauteng, South Africa Accounting & Financial Advisory Full time

    Company OverviewA leading Accounting & Financial Advisory firm seeks a highly skilled Financial Statement Specialist to join their team. With a strong focus on delivering exceptional results, our firm is committed to providing innovative solutions to our clients.


  • Pretoria, Gauteng, South Africa Findojobs South Africa Full time

    Findojobs South Africa is seeking a highly skilled Consolidations and Financial Planning Specialist to join our team. In this role, you'll be responsible for leading the monthly, quarterly, and annual financial consolidation process for the Group, ensuring timely and accurate group financial results in compliance with IFRS.Key ResponsibilitiesOversee...


  • Pretoria, Gauteng, South Africa Accounting & Financial Advisory Full time

    Job OverviewWe are looking for an experienced Financial Management Specialist to join our team at Accounting & Financial Advisory. The successful candidate will be responsible for financial planning, analysis and reporting, as well as assisting with the preparation of the Group consolidated Annual Financial Statements.The ideal candidate will have a strong...